If you certified and submitted a Travel Disclosure for review, you may view it from the View section of CoeusLite My COI. You may also Copy a submitted Travel Disclosure to streamline the process of creating multiple disclosures for the same SFI Entity, trip, or purpose.
- From the Coeus Home page, click the “My COI” tab to open the COI Home Page.
- Locate the Travel Disclosure(s) box in the View column on the right side of the screen.
- Click Travel Disclosure(s)
The All Travel Disclosures screen will open.
Listed under the View heading are travel disclosures that you previously certified and submitted for review. These travel disclosures cannot be modified but may be viewed or copied. Click the View link to the right of a Travel Disclosure listing. The Travel Details screen will display. You may view and print from your web browser.
Copy a Submitted Travel Disclosure
You may copy a submitted travel disclosure to save time in creating a new travel disclosure for the same SFI Entity, purpose, etc.
Under the View heading, a list of travel disclosures you previously submitted for review will display.
Click the Copy link to the right of a travel disclosure listing.
The new Travel Disclosure Details screen will display pre-populated with data from the submitted travel disclosure. Make modifications as needed.
Certify, Certify & Copy, Certify & Create New Travel Disclosure
When you have completed a Travel Disclosure, click on the appropriate button at the bottom of the screen.
Click the Certify button to certify that the information provided in the travel disclosure is accurate and submit for review.
You will see the pop-up window displayed below. Review the certification statement then click the Certify button. If you need to make modifications, click the Cancel button and you will return to the travel disclosure screen.
Click the Certify & Copy button to certify that the information provided in the travel disclosure is accurate and submit for review, and also create a copy or clone of the travel disclosure pre-populated with information from the original travel disclosure. You may use this to save time if you have multiple trips to disclose for the same Entity.
You will see the pop-up window displayed below. Review the certification statement then click the Continue button. If you need to make modifications, click the Cancel button and you will return to the travel disclosure screen.
Click the Certify & Create New Travel Disclosure button to certify that the information provided in the travel disclosure is accurate and submit for review, and also create a new, blank travel disclosure.
You will see the pop-up window displayed below. Review the certification statement then click the Continue button. If you need to make modifications, click the Cancel button and you will return to the travel disclosure screen.
Click the Save button to exit the travel disclosure and complete later for certification and review. When prompted by the pop-up window below, click the Continue button and you will return to the My COI screen (Note: there is no Cancel button when saving). The Travel Disclosure will be saved to the Revise section of My COI.
To access the saved Travel Disclosure for modification and to certify for review, return to the My COI screen and click the Travel Disclosure(s) in Progress button under the Revise heading. Select the saved travel disclosure from the Edit section.
